3rd Stage: Email Order Stage - SO

1, Click "Email Confirmation" in "Print/Send" button. If cannot see this option, please use Personlize to show the option.

2, The page shows the Email information before sending:

(1) Sender Email

(2) Receipiant - WIll follow Email of the Sales Order (default in Customer / Vendor Card)

(3) Email Subject

(4) Email Body

(5) Attachment

Click "Use Word template" to upload the word document

The email will shows like below:

Click "Send email" if everything is finalized.


Adding Receipient

*User can add receipiant in the 2nd and 3rd row.  It can be from system record or to manual input the email adress.

E.g. From contact card

Click "OK"


Purchase Order

E.g. Purchase Order

Only select email part, click "OK"


Invoice (not posted)

It needs to post and send together.

 


Posted Invoice

The same button as Sales Order.

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